Wealth & Financial Advice

Kaizen is the national specialist in distribution recruitment, partnering with investment, superannuation and wealth management organisations to secure exceptional talent across sales, relationships and client delivery. We help senior leaders build high‑performing distribution teams for roles where trust, market insight and commercial impact are essential.

What's happening in the market?

Recruitment in funds management continues to be led by the wholesale channel, which now represents 72% of market activity and reflects strong demand from private wealth, family office and high‑net‑worth clients. Private credit remains the standout area of growth, and wholesale BDMs with established networks are among the most sought-after professionals. Retail distribution remains subdued as adviser numbers have fallen below 16,000 nationwide, a shift that continues to push managers toward wholesale and direct‑to‑consumer strategies. Institutional hiring remains limited due to consolidation among super funds and the corresponding reduction in external mandates. Most recruitment within this channel has occurred at junior levels rather than senior ranks. In superannuation, attrition remains low, yet funds are actively refreshing capability, particularly across external advice and employer channels, which show the strongest hiring momentum. Wealth management recruitment has remained steady, supported by rapid growth in leading platforms and strong ongoing demand for ETFs and managed accounts, which continue to dominate retail flows.

Real market intelligence backed by thousands of relationships.

80+

Distribution roles placed

3,000+

Distribution candidates in our network

500+

Distribution clients in our network

Areas of Expertise

Backed by deep industry knowledge and strong networks across asset management, superannuation and wealth management, Kaizen is uniquely positioned to support specialist hiring needs.

Recruitment across the asset management sector.

General Manager Distribution
Head of Distribution
Director Distribution
Regional Managers
Senior Buiness Development Managers
Business Development Managers
Senior Business DEvelopment Associates
Business Development Associates
Investment Specialists

Recruitment across the superannuation sector.

Head of Distribution
Senior Business Development Manager
Business Development Manager
Senior Relationship Manager
Relationship Manager
Business Development Assoicate
Relationship Associate

Recruitment across wealth and platform sector.

Head of Distribution
Senior Business Development Manager
Business Development Manager
Relationship Manager
Training and Relationship Manager
Associates

Relevant Clients

How Kaizen works in this sector

Kaizen partners with distribution teams across every segment of the market including institutional, wholesale and retail, working with global fund managers as well as emerging boutiques. Our reputation comes from deep, long‑standing relationships and a commercial understanding of how the right hire shapes channel performance, revenue and long‑term growth. We enhance our search process with real‑time market insights, salary guides, surveys and roundtables that provide reputable, actionable data to our network. This intelligence, combined with unrivalled access to talent, allows us to move quickly, target more accurately and deliver hires who perform and stay.

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Jane Smith

CEO

Related Roles

Related Insights

News, guides or salary insights tagged to Executive Recruitment

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